Aditya Birla Sun Life Amc Limited • Equity
Select Sector Portfolio NR is an equity portfolio management service (PMS) strategy run by Aditya Birla Sun Life Amc Limited, launched on 6 Oct 2009. As of 30 Sep 2026, it manages ₹120 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +8.22% over 1 year, +16.15% over 3 years and +14.01% over 5 years (+15.52% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 6.95 percentage points ahead of its benchmark. Its 3-year return ranks 92nd of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Mr. A. Balasubramanian.
Ranked nearby on 3-year return: Abakkus Select Opportunities Strategy (+16.29%), All Cap Strategy (+16.29%), Financial Freedom (+16.06%), BRAINPOINT Future Winners (+15.88%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -6.25% |
| 3 Months | -4.91% |
| 1 Year | +8.22% |
| 3 Years | +16.15% |
| 5 Years | +14.01% |
| Since Inception | +15.52% |
| management fee | Fixed Fees: Upto 2.50% pa - regular Upto 1.50% pa - Direct |
| performance fee | Variable Fees: Regular & Direct - NIL upto 12% pa Regular - Upto 20% of return in excess of 12% pa Direct - Upto 15% of return in excess of 12% pa |
| exit load | Upto 3% for a period as mutually agreed in between the PM and the client |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callSelect Sector Portfolio NR has a 1-year return of +8.22%, a 3-year return of +16.15%, a 5-year return of +14.01% and +15.52% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Select Sector Portfolio NR returned +14.01% against +8.91% for the BSE 500 TRI, 5.10 percentage points ahead. Over 3 years it returned +16.15% against +9.20%; Over 1 year it returned +8.22% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, Select Sector Portfolio NR's 3-year return of +16.15% ranks 92nd as of 30 Sep 2026.
Select Sector Portfolio NR is managed by Mr. A. Balasubramanian at Aditya Birla Sun Life Amc. The strategy manages ₹120 Cr of client assets as of 30 Sep 2026.
Select Sector Portfolio NR manages ₹120 Cr of client assets as of 30 Sep 2026.
The fee structure for Select Sector Portfolio NR includes: management fee: Fixed Fees: Upto 2.50% pa - regular Upto 1.50% pa - Direct; performance fee: Variable Fees: Regular & Direct - NIL upto 12% pa Regular - Upto 20% of return in excess of 12% pa Direct - Upto 15% of return in excess of 12% pa; exit load: Upto 3% for a period as mutually agreed in between the PM and the client.
The minimum investment for Select Sector Portfolio NR is ₹50 Lakhs.
Select Sector Portfolio NR was launched on 6 Oct 2009. It has a 16-year track record.
Description
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